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Sandy Spring Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sandy Spring Bank’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-174
Closed -$17.5K – 1278
2024
Q3 		$17.5K Buy
+174
New +$17.5K ﹤0.01% 770

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Sandy Spring Bank's SGOV Position: Q4 2024 in Review

Sandy Spring Bank sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2024, closing a stake of 174 shares — an estimated $17.5K sold.

Sandy Spring Bank first reported a position in SGOV in Q3 2024 and held it in 1 quarter. The position peaked at $17.5K in Q3 2024. 767 funds tracked by Wall St. Rank hold SGOV as of Q4 2024.

  • Sandy Spring Bank reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 174 iShares 0-3 Month Treasury Bond ETF shares in Q4 2024, an estimated $17.5K.
  • Sandy Spring Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Sandy Spring Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $17.5K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.